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Tom Lowell Location
Layton, UT, US
Tom Lowell Work
Associate Director, Administration Team Lead @ (May 2023 - Present)
Senior Service Manager, Client Services @ (December 2021 - December 2022)
Client Management Reprsentative @ (July 2020 - December 2021)
Workplace Planning Consultant II @ (April 2020 - July 2020)
Team Support Specialist @ (June 2016 - March 2020)
Retirement Solutions @ (June 2014 - June 2016)
Investment Solutions @ (June 2013 - June 2014)
Stock Plan Services @ (January 2011 - June 2013)
Personal Banking Representative @ (January 2010 - December 2010)
Tom Lowell Education
Western Governors University
Tom Lowell Skills
Series 9/10
Customer Retention
Portfolio Management
Series 63
Investments
Microsoft Excel
Sales Management Coaching
Team Leadership
Retirement
Consultative Sales Management
401K Retirement Savings Plans
Series 66
Asset Allocation
Financial Services
Retirement Planning
Series 7
401 Retirement Savings Plans
Tom Lowell Summary
Tom Lowell, based in Layton, UT, US, is currently a Associate Director, Administration Team Lead at UBS. Tom Lowell brings experience from previous roles at Morgan Stanley and Fidelity Investments. Tom Lowell holds a Western Governors University. With a robust skill set that includes Series 9/10, Customer Retention, Portfolio Management, Series 63, Investments and more. Tom Lowell has 2 emails and 1 mobile phone numbers on RocketReach.
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